Northwestern Mutual Wealth Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
21,541
+103
| +0.5% | +$11.4K | ﹤0.01% | 896 |
|
|
2025
Q1 | $2.67M | Buy |
21,438
+517
| +2% | +$64.3K | ﹤0.01% | 831 |
|
|
2024
Q4 | $2.13M | Buy |
20,921
+583
| +3% | +$59.5K | ﹤0.01% | 851 |
|
|
2024
Q3 | $2.11M | Buy |
20,338
+704
| +4% | +$72.9K | ﹤0.01% | 840 |
|
|
2024
Q2 | $1.76M | Buy |
19,634
+491
| +3% | +$43.9K | ﹤0.01% | 857 |
|
|
2024
Q1 | $1.68M | Sell |
19,143
-191
| -1% | -$16.7K | ﹤0.01% | 851 |
|
|
2023
Q4 | $1.37M | Sell |
19,334
-6,038
| -24% | -$429K | ﹤0.01% | 874 |
|
|
2023
Q3 | $1.77M | Buy |
25,372
+7,121
| +39% | +$497K | ﹤0.01% | 764 |
|
|
2023
Q2 | $1.26M | Buy |
18,251
+1,525
| +9% | +$105K | ﹤0.01% | 866 |
|
|
2023
Q1 | $960K | Sell |
16,726
-7,679
| -31% | -$441K | ﹤0.01% | 907 |
|
|
2022
Q4 | $1.39M | Buy |
24,405
+92
| +0.4% | +$5.24K | ﹤0.01% | 770 |
|
|
2022
Q3 | $1.47M | Buy |
24,313
+9,012
| +59% | +$545K | ﹤0.01% | 715 |
|
|
2022
Q2 | $892K | Sell |
15,301
-18,172
| -54% | -$1.06M | ﹤0.01% | 853 |
|
|
2022
Q1 | $2.42M | Sell |
33,473
-1,175
| -3% | -$84.9K | ﹤0.01% | 598 |
|
|
2021
Q4 | $2.44M | Buy |
34,648
+3,085
| +10% | +$217K | ﹤0.01% | 572 |
|
|
2021
Q3 | $1.75M | Buy |
31,563
+2,438
| +8% | +$135K | ﹤0.01% | 605 |
|
|
2021
Q2 | $1.55M | Buy |
29,125
+7,084
| +32% | +$377K | ﹤0.01% | 623 |
|
|
2021
Q1 | $1.01M | Buy |
22,041
+9,357
| +74% | +$428K | ﹤0.01% | 699 |
|
|
2020
Q4 | $602K | Sell |
12,684
-1,009
| -7% | -$47.9K | ﹤0.01% | 782 |
|
|
2020
Q3 | $620K | Buy |
13,693
+417
| +3% | +$18.9K | ﹤0.01% | 701 |
|
|
2020
Q2 | $541K | Buy |
13,276
+834
| +7% | +$34K | ﹤0.01% | 694 |
|
|
2020
Q1 | $451K | Buy |
12,442
+1,270
| +11% | +$46K | ﹤0.01% | 659 |
|
|
2019
Q4 | $441K | Buy |
11,172
+2,914
| +35% | +$115K | ﹤0.01% | 712 |
|
|
2019
Q3 | $298K | Buy |
8,258
+568
| +7% | +$20.5K | ﹤0.01% | 765 |
|
|
2019
Q2 | $258K | Buy |
7,690
+1,344
| +21% | +$45.1K | ﹤0.01% | 811 |
|
|
2019
Q1 | $187K | Buy |
6,346
+4,179
| +193% | +$123K | ﹤0.01% | 880 |
|
|
2018
Q4 | $60K | Hold |
2,167
| – | – | ﹤0.01% | 1170 |
|
|
2018
Q3 | $64K | Buy |
2,167
+1,551
| +252% | +$45.8K | ﹤0.01% | 1201 |
|
|
2018
Q2 | $17K | Buy |
616
+52
| +9% | +$1.44K | ﹤0.01% | 1647 |
|
|
2018
Q1 | $14K | Buy |
564
+252
| +81% | +$6.26K | ﹤0.01% | 1636 |
|
|
2017
Q4 | $8K | Hold |
312
| – | – | ﹤0.01% | 1809 |
|
|
2017
Q3 | $8K | Buy |
+312
| New | +$8K | ﹤0.01% | 1711 |
|
|
2017
Q1 | – | Sell |
-46
| Closed | -$1K | – | 2045 |
|
|
2016
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 2132 |
|
|
2016
Q1 | – | Sell |
-538
| Closed | -$9K | – | 2128 |
|
|
2015
Q4 | $9K | Sell |
538
-538
| -50% | -$9K | ﹤0.01% | 1183 |
|
|
2015
Q3 | $17K | Buy |
1,076
+1,074
| +53,700% | +$17K | ﹤0.01% | 965 |
|
|
2015
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1407 |
|